Tan sri syed Zainal { Group CEO } said the new photonic is a game changer for their business { add on the endless possibilities with MIMOS } the collaboration with Foxconn and CGP fund will bring additional positive growth. Not forgetting Silterra annual capacity will be increase by 20% from 8.3 million at end July 2021 to 10 million. Not a buy call but just sharing

A rare opportunity not to be missed. Buy upstream planter's with plenty upside

JP morgan said hard to ignored CPO bull cycle. Public investment upgraded planter's sector " CPO super cycle", HLB is in sync with market expectations "cpo price will remain elevated"

A truly competent & committed DNex CEO {Syed Zainal}

My own pick FGV, THp, SOP and BPlant

Hisbcus reported a 4fold increase in profit { qtr vs qtr} Dnex-ping petroleum can't be that far off. Major chips manufacturer & producer in Asia recorded 16% - 30% rise in profit generated. Silterra can't be too far off. DNEX still have the IT segment tie up with our Government

Reproduce part of TSMC news . Long term demands for customizer chips will provide robust growth momentum for chip foundry services. Eg EV applications, 5G infrastructure, HPC, loT, ADAS autonomous driving, V2X, in vehicle infotainment. Plus the increasing adoption of RISC - V open standard cannot be ignored. RISC - V market will double its size in 2022 { attracting small and medium size chip manufacturers user the RISC - V open architecture} reproduce from digitimes Asia. Looks very positive DNex { Silttera}

Rumors of a strategic foreign investment fund buying into Dnex. True or not.? the volume for DNex the past week is very very big. Keep your tickets friends

Price have to be stablished before scaling up to a higher level. steady hands win the race

Bplant acquired large tracts of Sabah land {planted estate} in 2018 and kitchen sinking exercise in 2019. Right timing during in 2018 when CPO was their lowest

SBO hit above USD 67+cent per IB { US market} and China Dalian all trending upwards

Cost of nitrate, MOP & other fertilisers have gone thru the roof not forgetting weed killer {glyphosate} all needed by farmers. Weather is not challenging but damaging as well. After past year high production circle. Plants are resting or in other words entering into a lower production end circle. CPO is especially vulnerable . why? CPO is used both as a food crop and a bio energy fuel {B20 or B30}. With oil spiralling above USD 90 per barrel { Indonesia the world biggest CPO producer} has restricted the export of CPO and channel it to the country energy sector { to reduce the country outflow of foreign exchange}. scenario of other soft commodities { corn or soybean} is also repeated in other countries { Brazil, US etc} the lower than normal stock ratio of stock vs consumption will further fuel price increases. JP morgan and other comodities analysts have all upped thier call in the agricultural sector. Not a buy call but just my own view
& personal take on the sector

Yes. The Mid-West US region { wheat belt} facing extreme dryness. If prolong will have serious planting consequences

Errata :SBO hitting 66cents per IB.

Physical CPO hit $5, 910 per tonne for spot month February position. Same goes for Dalian { China exchange} and in US { SBO } hitting 66+cents per bushel for March future delivery position

IDSS is like game of baccarat or roulette. Shorties keep betting the same position { no disrespect to any parties} glove counters was at thier peak. Supermax was trading at their all time high of 24.00 +per share TG was at $26.00 + before the share split}

Yes. They need to settle the short position.

JP morgan sees a 2-3 year upcycle for plantation stocks with a view that foreign investor who are less tied up with sustainability metrics are unable to continue ignore the strong price { CPO} rally riding on the commodity boom. We think planter's valuation have hit an " inflection point" wow. Not a buy call. Just to share friends

Limited play for IDSS. shorties get squeeze if the timing is not right or big boys push up the share price. Only applicable if timing, market with negative news flow { eg. Rubber Glove counters under pressure}. Just my personal view

{intra day short selling} IDSS allows you to short sell a list of approved securities. With the condition that short position closed off with buy positions the end of trading day i.e T-day.

Real Possibility of Silltera buying over MIMOS. DNEX with Foxconn and China investor on board everything is possible. Just my 2 sen

Looks like operator moving both Hisb & Dnex simultaneously . Racing betw Hosb and Dnex.who will hit TP 1.50 first. Just speculating { not a buy call} friends

Using preset program

Based on my own chart reading. Not a professional chartist just doing part time

Genting trend-line showing weak support. May drop further if US and Russia tension escalate

Chart wise not good. Price locked in between 45 - 50 sen. Trending downwards with negative MACD .

Hisb already 1.15-1.17 mark. Logically DNex shud be at par or higher. DNex go and break the magical 1.18 upper golden cross

Always good to lock in profit. Sell and pocket upfront { part } of the investment. Applicable for those who buy in bigger lots. Eg 18.5 - 14.5 = 4.5 x100 = +4,500 Later can buy on dips { not a sell or buy call} just my own take

Next target price 20 sen { TP}

Brent crude hit above USD 95 + per barrel yesterday. Looks like the magical USD 100 will be breach sooner than later. Positive for DNEX - Ping petroleum

Possibility of new development ? MAA {Yaacob} and Creador founder { Vasudevan} revived proposal to list Borsig. KNM - FBM Hudson already announced their subsidiary listing on Singapore secondary exchange. Big if ? If Borsig follow same route . KNM - Borsig will bring both positive vipes on KNM fortune in the coming months. Not a buy call but just speculate the sudden surge in KNM interest

RHB upgrade DNex to 1.20 today

Hon Hai precision group trading as Foxconn technology group. Listed on Taipei stock exchange { a leading Taiwanese electronic technology group established in 1974 by Terry Gou { a Taiwanese billionaire} listed on Forbes. Foxconn is the manufacturer of the popular I-phone. Total assets under Foxconn is app NT 3.5 trillion and revenue app NT 5.5 trillion. Net income NT 135 billion

Censof disposed off 5million shares DNex shares at 1.00 per share for a sum of 5 million on 9 Feb 22 for a profit of 1.2 million. The block deals was transacted in the open market. Certain parties are buying DNex shares. Previously Foxconn acquired 5.03% {120 mil. DNEX shares @ $108 million} on 11 June 2021. Any possibility of Foxconn upping their stalk?

Good possibility of Foxconn raising their share interest from 5%+ to
10%+ or above. Money is not an issue for Foxconn. Above 10% interest Foxconn can have more say & direct control on Silterra operations thru DNex board. Issues or any specific corporate exercise can be raised thru the Board or AGM. Below 5% your voice is limited

Singapore IB funds have upgraded DNex to their clients

DNex board consist of 10 directors previously 8 members {day to day operations under the executive board which consist of 4 board members} very structure and streamline. the 10 members consist of Tan Sri Syed Zainal { Group CEO}, Dr ChenWei Min { Foxconn-Silterra}, Robert Fisher { Ping petroleum} retired MD of Exxon Mobil, Tan Sri Abdul Rahman Mamat is the Chairman, Tun Noor Shahya and Muhd Radhi is the 2 additional new board members. Other board members are all professionals in finance, audit, law, engineering and management expertise.

Hlib research is very sanquine on DNex earnings. Highlighting on Silterra earnings. The writer is bullish on Silterra and their target price for DNex is 1.35.

Shell oil company is a subsidiary of Royal Dutch Shell plc headquarters in Netherlands. Shell oil company has been disposing off their assets for the past 6--10 years. In Asia they sold off their Port Dickson refinery to Heng Yuan, Indonesia they sold of their concession to Pertamina, in Philippines to Petron. In TEXAS they sold off to Connoco Philips { if I am not mistaken} °because of UK Berxit exit. They are principal a EU based Company

DNex acquired the 30% stalk in Ping petroleum way back in 2016 when Crude oil price was at their low end { USD 30 - USD 40}. The additional 60% in Ping petroleum was acquired in July 2021 when oil was trading between USD 60 - USD 70 per barrel { before Oil was spike up to current USD 90 per barrel.} Based on DNex management minutes in 2016 the cost of production in Anasuria oilfield at the North Sea, UK was below USD 20 per barrel { production cost excluding the non related development EBITA } current crude prices has slip from the high of USD 93 per barrel to USD 89 price on profit taking as rally cools after 5 - 6 days of oil trading { Bloomberg news}

No official decision on opening borders. Most likely further relaxations on the self testing vaccinated tourist

Despite physical CPO hitting $5,700+ and trade analyst forecasting February production affected & hit by late harvesting rounds {labour & quality}.fuel further by Indonesia supply restrictions. Malaysian planter's counters hardly stirred. Best case scenario $5.50 to $5.85 based on golden cross formations and upper level of the MACD mark. Just my own chart view interpretation

Coming qtr result is good. Look at the average selling price reported in crude oil prices {qtr vs gtr } or semi conductor chips reported { qtr vs gtr}. Shortages, robust demand, production supply issues worldwide are fuelling prices. US, Taiwan or Korea are unable to increase their chips production. Saudi & Opec+ {Russia} are not increasing their quota despite the jump in crude prices. Inflation is creeping up. Look at soft commodities bull run

Well done. Strong closing for Hokkien ney year

Errata. Now we understand why SOP not venture out to Indonesia

Indonesia imposed new restriction on upstream planter's sales. Bad for Malaysia planter's in Indonesia. 20% of your production output directed to local refiners at a big discount set by the minister. Export tax and levy up again to discourage export of cpo. Not we understand why SOP never venture out to Indonesia

Look at DNex closing later. we can see how strong is Dnex buyer's buying support. The IB's funds has push the MACD support line past the 1.02 + golden cross line. Next wave is expected to hit 1.12+ or 1.13+ based on MACD reading. Not a buy call but just based on my own reading. Happy New year

Keeping finger cross {DNex} today price can scale higher. Coming qtr result will be positive will be announcedat end of the month

All the hype { KNM} still in deepsleep mode. Nothing move for the past 2 months

Government allowed import of frozen chicken hitting foundry owner's sales. In addition price control measure doesn't allow any price increases vs the costs of chicken feeds. Both ends hitting foundry owners bottom line. Not to mention the recent floods in certain localities in Johor, Perak , Negri sembilan has hit the chicken farms